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Fidelity Dividend ETF for Rising Rates

50 hedge funds and large institutions have $86M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
24
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.7M 291,748 -22,170 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.2M 279,694 +51,221 +22%
PAG
3
Private Advisor Group
New Jersey
$10.8M 268,959 +26,403 +11%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$6.54M 162,801 +26,675 +20%
MWM
5
Mascoma Wealth Management
New Hampshire
$5.65M 140,477 +140,477 New
LPL Financial
6
LPL Financial
California
$3.47M 86,381 +27,873 +48%
Morgan Stanley
7
Morgan Stanley
New York
$3.29M 81,900 +5,912 +8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.17M 78,934 +28,899 +58%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.14M 78,045 +1,926 +3%
GP
10
Geneva Partners
Wisconsin
$3.02M 75,153 +11,008 +17%
UBS Group
11
UBS Group
Switzerland
$2.81M 69,960 -23,289 -25%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.68M 66,624 +13,722 +26%
Lido Advisors
13
Lido Advisors
California
$2.63M 65,405 +583 +0.9%
CWG
14
Cornerstone Wealth Group
North Carolina
$2.3M 55,035 -18,315 -25%
AIP
15
Ahrens Investment Partners
Louisiana
$2.22M 55,171 -2,925 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.62M 40,335 -301 -0.7%
KAS
17
Kestra Advisory Services
Texas
$1.32M 32,722 -28,552 -47%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$997K 24,801 +21,278 +604%
Jane Street
19
Jane Street
New York
$771K 19,189 +19,189 New
GIA
20
Gladstone Institutional Advisory
Florida
$668K 16,632 +1 +0%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$549K 13,651 +1,964 +17%
1WA
22
180 Wealth Advisors
Washington
$531K 12,592 -1,604 -11%
IAN
23
Integrated Advisors Network
Texas
$472K 11,750 +100 +0.9%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$463K 11,517 +2,679 +30%
JWCA
25
J.W. Cole Advisors
Florida
$450K 11,201 -140 -1%